David Littler

I manage portfolios of investments for my clients, providing a bespoke and tailored service to suit their specific circumstances, financial objectives and risk tolerances, whether they are individuals, pension funds, charitable trusts or otherwise. The greater proportion of my clients provide me with a discretionary mandate, whereby I take responsibility for the day-to-day management of their investments, reporting details of current thinking, positioning and results on a periodic basis (or at a client's request), although I also provide an element of my client base with advisory and dealing services. My team specialise in multi-asset portfolios where investments, for example, in bonds, equities, real estate and precious metals are combined to achieve a particular return profile. We also offer a range of strategies, from conservative, income orientated, fixed interest portfolios through to growth orientated, globally diversified, equity strategies.